Posted by dawchok > Mar 26, 2024 2:52 PM | Report Abuse

Kelington starts production at second LCO2 plant
https://www.klsescreener.com/v2/news/view/1299945/kelington-starts-production-at-second-lco2-plant

Posted by gohkimhock > Mar 26, 2024 3:18 PM | Report Abuse

most likely we could see a jump in the earnings in 3QFY24.

Posted by cgtan2020 > Mar 26, 2024 3:39 PM | Report Abuse

https://www.thestar.com.my/business/business-news/2024/03/26/kelington-starts-production-at-second-lco2-plant

Posted by Cakes Moon > Mar 30, 2024 7:31 PM | Report Abuse

Good news out, share price down.
Something fishy, better monitor 1st ~

Posted by gohkimhock > Mar 30, 2024 9:51 PM | Report Abuse

一，买入公司，而非股票
二，利用市场的愚蠢，进行有规律的投资
三，善用财务报表。

Posted by klee > Apr 2, 2024 10:56 AM | Report Abuse

anytime break 2.8 n cross rm3 now

Posted by OTB > Apr 4, 2024 10:40 AM | Report Abuse

The analyst from Interpac broker gives a PAT of 135 M in FY 2024 and 150M in FY 2025.
It means a growth of 35% in 2024 and 50% in 2025 if compared against PAT in 2023.
This stock is one of the best growth stocks in 2024 beside YTLPower.

Should keep a bit longer term for KGB and YTLPower to win big.
It is not so easy to find a strong growth stock in KLSE.
In KLSE, you cannot find a very good fundamental stock and also a growth stock.

KGB is a bit related to semiconductor industries, based on the report from Kenanga, the semiconductor industry will grow 12% in 2024 and 24% in 2025 respectively.
-----------------------
KGB starts production at second LCO2 plant, I believe Q1 2024 result should be good.
Initially, I project a growth rate of 20%, initial projected PAT is 120 million in FY 2024.
The analyst from Interpac broker gives a PAT of 135 M in FY 2024 and 150M in FY 2025.
The PAT from Q4 2023 should be 46 million if there is no extraordinary loss of 11 million in China.
It appears to me the projected PAT from the analyst of Interpac broker at 135 million is also on a low side in view of new production at new LCO2 plant.
Moreover, semiconductor industry will grow 12% in 2024 and 24% in 2025 respectively.
Good luck and hope for the best.
Thank you.

Posted by dawchok > Apr 4, 2024 10:58 AM | Report Abuse

Referring to your 2nd last sentence about the new LCO2 plant, the contribution from LCO2 infact is not significant if we look at the past income breakdown. Nevertheless any extra earning is good for the valuation of KGB especially the extra earning from LCO2 which carries much higher net margin that the main income stream, UHP.

Posted by dawchok > Apr 4, 2024 11:03 AM | Report Abuse

As said before, the strongest driving force behind the share price of KGB is the replenishment of contracts. In the past years, there were announcements on new contract wins every couple months, but I don't see the trend is sustained this year. A bit of a concern. Hopefully a new big contract win is on the way. God bless.

Posted by Goldberg > Apr 4, 2024 11:14 AM | Report Abuse

Folks, to make money in stocks, you need to have vision to see them, courage to buy them & patience to hold them.

But sadly patience is the rarest of the three.

Posted by OTB > Apr 4, 2024 11:15 AM | Report Abuse

The PAT from Q4 2023 should be 46 million if there is no impairment loss of 11 million in China.
If you take 46 million x 4 = 184 million.
If you take 35 million x 4 = 140 million.
New production at LCO2 plant will make the PAT > 140 million.

I do not do my research on Ableglob, hence I cannot comment on this stock.
Thank you.

Posted by dawchok > Apr 4, 2024 11:20 AM | Report Abuse

Thank you for your kind response.

Posted by diuleiloumei > Apr 4, 2024 11:36 AM | Report Abuse

Please post insights about KGB here instead about others stock, thanks

Posted by bohliau10 > Apr 10, 2024 12:05 PM | Report Abuse

To : All

From : SEE _Research
issued on 11.55 am. , 10 April 2024 / Wednesday ___
first day of Hari Raya holidays ___

K G B / mother share / 0151

on its techical chart and analysis
as per 9 April 2024 __Tuesday
before Hari Raya holidays

Commentary

A. Basing on the daily chart of 9 April 2024 __
K G B __ mother share has been trading above its uptrending mode of
20 days simple moving average that is healthy and exhibit a good technical sign.

B. However , the upwards movement has encountered the first resistance level of RM 2.76 .

C. Traders will need to pay special attention on its price actions and volume behaviour in order to determine on this first resistance at RM2.76 can be broken decisively to challenge on its current peak __
2nd resistance at RM 2.80 and

close up with sheer determination above RM 2.81 ___on its way for the coming trading days to the
psychological resistance of RM 3.00 .

D. Very likely from this chart ,
it will take up another 17 trading days___ starting from
5 April 2024 to
3 May 2024

to reach its upper trajectory level of
RM 3.12 at around 3 May 2024

E. Let wait for another
17 trading days __ to witness whether the technical chart and analysis __ will reflect its good behavioural pattern with its determined __ positive efforts .

Posted by shareinvestment7 > Apr 15, 2024 10:07 AM | Report Abuse

KGB support line at danger.

Posted by OTB > Apr 15, 2024 10:21 AM | Report Abuse

Due to trade war between the US and China, most of semiconductor industries are shifted to Malaysia.
It is a good news to Malaysia.
Semiconductor industry will perform well in 2024.
Semiconductor industry will grow 12% in 2024 and 24% in 2025 respectively.
Hence KGB will perform well in 2024 and 2025.
Good luck.
Thank you.

Posted by Cakes Moon > Apr 15, 2024 10:43 AM | Report Abuse

Run for your life!!!
Cut loss!!!

Posted by mf > Apr 16, 2024 9:18 AM | Report Abuse

Dow Jones

Dow Jones Industrial Average

37,735.11

-248.13

0.65%

Nasdaq

NASDAQ Composite

15,885.01

-290.07

1.79%

Posted by Cakes Moon > Apr 17, 2024 12:44 PM | Report Abuse

This is a great chance to cut lost before further drop tomorrow!!!
Do not hesitate or stuck here for long!!!

Posted by waorangsiam > Apr 17, 2024 1:51 PM | Report Abuse

@cakes moon, yes. sold before big drop. and now buying back. how u know tomorrow will drop further? if yes good thing! have a lot to buy back.

Posted by Permutation > Apr 17, 2024 4:25 PM | Report Abuse

Israel will very likely attack Iran in the coming days / weeks. Their armed forces chief vowed so. Do we sell today following a rebound or hold for a while ? Its anyone guess whether it will fall further.
However the moment Israel strike Iran, the market will probably take another hit as well.
Perhaps it make sense to take profit by reducing half my holding and keep the balance for another 6 months.